Your general settings determine how our WooCommerce Points and Rewards plugin will interact with WooCommerce and when your customers earn or lose points. If you set these settings incorrectly, your loyalty program may very well break. If you set these correctly, points will seamlessly travel your customer journey.
This article takes you through each of the general settings, explaining what each option does and how to set it for maximum effectiveness.
How to Access General Settings #
The general settings are located in your LoyaltyX general settings:
- Log in to the WordPress admin dashboard.
- Go to DevDiggers Plugins → LoyaltyX → Configuration.
- Click the “General” tab (which is already selected).
The General settings page loads, and it will display three main configuration sections.
Activate/Deactivate LoyaltyX #
This is the master switch for your entire loyalty program.
How to set:
- Switch ON (blue) to turn on full points and rewards functionality.
- Switch OFF (gray) to temporarily deactivate the program.
When to deactivate:
- When you are in the process of updating the program and testing it.
- When your program is experiencing issues.
- During your major sales, if you do not want to earn points.
- If you are temporarily suspending the program.
Note: The deactivate function does not delete customer earned points – it will simply prevent any new earning or redemption of points.
Order Status Settings When Earning and Redeeming Points #
These are some of the most important settings, as they clearly define when customers can earn points, and when they will revoke points immediately, or for eligibility when the order is either cancelled or refunded.
1. Award Points on Order Status
Select order statuses where points will be awarded to customers.
Default options:
- Processing
- Completed
Both options are selected as a default.
2. Revoke Points on Order Status
Select order statuses where earned or redeemed points will be revoked.
Default options:
- Cancelled
- Refunded
Both of these are selected as a default.
Real-life Example: A customer places an order, is awarded 500 points and then cancels the order. Without revoking the points, the customer still has 500 points even if there was no purchased order.
My Account Menu Configuration #
Determines how the customer will view their points dashboard.
1. Show Menu Toggle
Turns on/off the dashboard for points is a points dashboard under the WooCommerce My Account Area.
To set up:
- Toggle ON (dark blue) – Best option for all stores
- Toggle OFF (grey) – Only if you have customized your accounts
2. Endpoint URL
This is the URL segment for the points dashboard.
Default: points-and-rewards
Full URL: yourstore.com/my-account/points-and-rewards/
3. Endpoint Title
This is the title that the customer sees as the points dashboard within the My Account navigation.
Default value: Points and Rewards
4. Enable/Disable Sidebar Widgets
This selection determines if the sidebar gets displayed on the points and rewards menu on the My Accounts page.
Next Steps #
With general settings completed, you are now ready to set up how customers see and use points earned and rewards to use.
Continue on to Setting Points Labels and Display Messages to customize the branding of your loyalty program, items or services to earn points, and determine what language you want associated with the process of recognizing, disclosing and redeeming items or services.
These display settings directly take a technical points based system and create a
